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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: John Koligman who wrote (22374)11/21/1997 12:25:00 PM
From: John Hauser  Read Replies (1) of 176387
 
John, I appreciate your response.

The Dell pre-earning run-up is non-existent. My current window on these stocks is 3-5 years to see a decent return. But why not pick up a nice bank stock, a nice pharmaceutical stock, a nice multinational conglomerate this year, maybe a de-facto monopoly here or there.

I realy think this market is becoming very value-oriented. High valuations are like bulls-eyes these days. That's why I like INTC so much. INTC will double before Dell.

I'm still learning,
JH
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